• J.J. Croix, CFP®, CPA

    Founder & Partner, Croix Wealth Management

In his first career as a CPA, J.J. had an ambitious goal of becoming a Chief Financial Officer "CFO" for a large company. After finding that his passion for working with people was stronger than his passion for working with companies, he modified the original goal and became a CFP® professional. Now, instead of serving as a CFO for a company, J.J. proudly serves as a financial steward to his individual clients. In this role he seeks to provide the ideas, alternatives and strategies to help address his clients’ most important financial matters.

J.J. and his wife, Christy have three children. His hobbies include spending time with family, hunting, fishing and golf. He has previously served as the Boys and Girls Club President in El Campo, Rotary Club President of El Campo, local committee chairman for Young Life, past director of the El Campo City Development Board and as a trustee for the El Campo Independent School District. He currently serves as an Advisory Board Member of River Pointe Church.

J.J.’s credentials and education:

  • CFP®
  • Certified Public Accountant (CPA)
  • Bachelor’s degree in Accounting – University of Texas at Austin
  • Master’s degree in Professional Accounting – University of Texas at Austin
  • Securities registrations 7, 24, 63 and 65
  • Licensed in life, health, and annuities in the State of Texas

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.